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  • Writer's pictureExpert Opinion

Getresponse CRM

Getresponse is one of the more interesting products of its kind, in that it provides email marketing, landing pages, e-commerce, sales funnels and webinars all under one roof.

There are a couple of improvements that could be made to its interface — particularly where landing pages are concerned — but overall, the product is good value for money, and packed with strong online marketing features.

Getresponse is an email marketing app that allows you to:

  • create a mailing list and capture data onto it

  • send emails to the subscribers on your mailing list

  • automate your emails to subscribers via use of ‘autoresponders’

  • view and analyse statistics related to your email campaigns – open rate, click through, forwards etc.

In recent years however, Getresponse has shifted its emphasis considerably: the product now aims be more of an 'all-in-one' e-commerce and marketing solution rather than just an email marketing tool.

Accordingly, in addition to email marketing, Getresponse now also provides e-commerce features, webinar hosting, landing pages and automated sales funnels.

Getresponse has recently introduced new features, including conversion funnels and webinar hosting, that aim to make it more of an ‘all in one’ marketing platform.

It has been in business since 1998 and, according to the company, over 350,000 individuals and businesses now use the platform for their email campaigns.

Customer Relationship Management (CRM)

The company offers Salesforce integration for customer relationship management (CRM) and the ability to run webinars to collect leads. A basic CRM feature allows for a customizable sales pipeline overview.

When viewing the sales pipeline in Stage view, you can drag-and-drop deals between stages. Users can monitor deals and stages as well as add notes and reminders to other team members.

Aligning with Salesforce is a huge benefit, specially for SMBs that are already on the path to adopting a leading CRM platform solution.

GetResponse supports multiple users on an account should you need log-ins for employees or freelancers, or should you need to do email marketing for multiple clients. The first five user accounts are $20 per month, and additional users are $5 per month.

In addition, the free trial offering has been expanded from 250 to 1,000 contacts, which is a big deal. An updated inbox preview tool gives the option to see what subscribers will see with the updated inbox preview tool before emails are sent.

Automate CRM pipeline management

The template Automate CRM pipeline management lets you move CRM deals through pipeline stages based on their engagement with your offers. It helps you:

  • build a workflow that’s triggered when your contacts are added as deals to a specific pipeline,

  • move deals between stages in the pipeline based on the conditions you create,

  • assign tags to identify contacts you need to reach out to in person because they don’t engage with your messages.

Template overview

Category: Engagement and retention Elements in template: 10 Minimum number of elements to configure: 8 CRM element available only in Plus and Professional accounts

Here’s what you’ll need to configure the elements and publish the template as a workflow:

  • automation messages or messages that can be used as automation messages,

  • tags (optional). You can create tags as you’re building the workflow but its best to have a basic tagging plan set.

Configuring the template

All greyed out elements need to be configured. Click an element to open its Properties tab.

1. For the Contacts added to pipeline condition, select the pipeline and then the stage you want to be the trigger. Keep the time properties set to Never. Optionally, you can enable the switch to Add contacts that already are in the pipeline when the workflow starts. Keep it switched off if you want only the contacts added to the pipeline after the workflow starts to enter this condition.

2. For the Send message element, use the drop-downs to select the message you want to use.

3. The Link clicked? condition is preset to any newsletter/any link. You can modify the settings to better suit your needs. To track the message used in the Send message element, select Automation for message type, and then select the message and link to track (the selection will be limited to the messages used in the preceding elements in the workflow).

4. For the Move to stage action, use the drop-downs to select the pipeline the deals are in and the stage you want to move them to after they’ve clicked the link.

5. For the Send message element, use the drop-downs to select the message you want to use – for example, a message with product recommendations.

6. Configure the URL visited element to track if your contacts visited your product site: a. Click the element. This will open the Copy JavaScrip Code popup. b. Click Copy code to copy the snippet to the clipboard and close the window. (At this point it’s best to save it to a temporary document in case you copy something else to the clipboard). c. Under Properties, enter the URL of the product site you want to track. Use a wildcard if you want to track all visits anywhere on your site. To learn more about configuring the element and using wildcards, go to How do I set properties for the URL visited condition?

Note: Once you’re done configuring the template, you’ll need to copy the snippet to your website’s management system or insert it directly into the HTML source code.

7. For the Move to stage action, use the drop-downs to select the pipeline the deals are in and the stage you want to move them to after they’ve visited the URL you specified in the condition above.

8. For the Tag actions linked to the negative (red) connectors of Link clicked and URL visited, select the tags to assign to the contacts who need to be reached out to in some other way.

9. Click Save and publish when you’re done setting up the template or Save and exit if you want to finish editing the template later (it will appear as a draft on the Manage workflows page).

Going beyond

If you have the Professional plan, you can further adapt this template to suit your sales and marketing needs. For example, you can:

  • add more conditions and Move to stage actions depending on the number of stages in your pipeline,

  • swap the conditions used in the workflow for others—for example, Purchase (this condition has only the positive path), If tag, or If score,

  • skip using tags, or assign score instead of tags.

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